See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,821 | $78,485+89.6% | $106,213+40.1% | $74,495+99.8% |
| Participation rate | 32.0% | 72.8%-40.8pp | 75.3%-43.2pp | 67.2%-35.2pp |
| Annual return | 14.18% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $845 | $2,523-66.5% | $3,171-73.4% | $2,623-67.8% |
| Participant deferral / active EE | $2,157 | $4,322-50.1% | $5,016-57.0% | $4,346-50.4% |
| Admin fee / account holder | $5,056 | $2,232+126.5% | $11,033-54.2% | $1,942+160.4% |